What will be your legacy month? Legacy is anything handed down from the past, as from an ancestor or predecessor. This could be in the form of what you have earned/accumulated as well as more intangible gifts, such as what you have learned, your values, and giving...
Morningstar has posted their top 10 list of estate planning mistakes at http://news.morningstar.com/articlenet/article.aspx?id=197757… Of those, two really jump out: 1) Not Funding Your Trusts, and 2) Failing to Plan for the Care of Family Pets UNFUNDED TRUSTS...